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We Work Together to
Improve Your Financial Life

Our family of advisors understands your financial journey and goals. We create a strategy to sensibly plan, build, and preserve your money, so you can focus on what truly matters to you personally, professionally, and spiritually.

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We Take the Time to Get to Know You

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

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We Offer Significantly More Than Investments

We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.

How we work with you

Engage

We connect with you to get to know you personally, as well as your overall situation.

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Plan

Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.

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Steward

As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.

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Find an Advisor

Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.

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Resources

  • How Southwestern Investment Group Aligns with Dave Ramsey’s Values

    November 14, 2019

    At Southwestern Investment Group, we pride ourselves on maintaining strong partnerships. We

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  • THE TIMELESS TRADITION OF CHARITABLE GIVING

    November 12, 2019

    As 2019 wanes, consider the many ways charitable giving can brighten a

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  • The Top 10 Dos and Don’ts for Your 401(k)

    November 10, 2019

    Whatever the quality of your 401(k) plan, you have a significant amount

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